Show Notes
What happens when strong biology collides with weak markets? In this episode, we break down the Q2 earnings season in salmon farming, where EBIT margins have tightened, prices continue to slide, and producers are facing tough calls on investment, strategy, and survival. From Mowi’s consistency to Bakkafrost’s split results, and from Norway’s political backdrop to Scotland’s biological struggles, we look at who’s weathering the storm and who’s most exposed. Beyond the numbers, we explore the Catch-22 of salmon farming: better fish health leading to oversupply and weaker profits, just as ecological and political pressures intensify.
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For more aquaculture insights head to our Fish n’ Bits blog.
More from Fish n' Bits - The Aquaculture Data Intelligence Podcast
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What do the latest earnings tell us about where salmon farming is actually making money? We're breaking down Q2 results from publicly traded salmon producers around the world, and after several difficult quarters, much of the industry is back to profitability. Learn how biological performance is driving major differences between farming regions, why Canada produced one of the quarter's more surprising results, and what the latest numbers tell us about the economics of land-based salmon. As land-based producers move beyond proving they can grow fish at commercial scale, a new question is taking over: can they consistently grow the right fish, at the right size, at a cost that makes the economics work? For more aquaculture insights head to our Fish n’ Bits blog.
Could a strong El Niño make one of Chilean salmon farming's most persistent disease challenges even harder to manage? We're taking a closer look at SRS and the potential risks facing Chilean salmon producers as warmer conditions develop ahead of the Southern Hemisphere summer. Learn what makes SRS particularly difficult to prevent and treat, how temperature can influence the spread and severity of the disease, and what happened during previous strong El Niño events. We also explore how better monitoring, new health solutions, and predictive models are giving producers more information to identify changing risks and act earlier. For more aquaculture insights head to our Fish n’ Bits blog.
What does it take to turn a microscope slide into data that AI can actually use? We're joined by the CEO of Histo Company, Lene Sveen, to explore what happens when fish tissue moves from the farm to the lab and eventually becomes a digital image. Learn what histology can reveal about fish health, why preparing and interpreting tissue samples is more complicated than it looks, and how differences in laboratory methods can create challenges for standardization. We also look at the growing role of digital histology and AI, and why better data and more consistent processes may be just as important as the algorithms built on top of them. For more aquaculture insights head to our Fish n’ Bits blog.
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